Actuarial Associate (CBA)

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSR"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), Allied Consultants, Inc. ("ACI"), American Retirement Plan Services, LLC (“ARPS”), and SMS Retirement (“SMS”). Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

Responsibilities

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  Assist in preparing actuarial valuations for Defined Benefit and Cash Balance plans in compliance with IRS regulations

  
  


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  Support annual nondiscrimination testing for qualified retirement plans, including Cash Balance, Defined Benefit, and 401(k)/Profit Sharing plans

  
  


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  Assist with preparation of PBGC filings and required notices

  
  


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  Support preparation of annual FASB reports

  
  


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  Prepare distribution packages and annual participant statements

  
  


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  Assist with preparation and timely filing of government forms, including IRS and DOL Form 5500 and Schedule SB

  
  


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  Support preliminary plan design studies and projections to ensure compliance with nondiscrimination requirements

  
  


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  Maintain and update plan documents and amendments as directed

  
  


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  Assist with plan termination filings with the IRS and PBGC

  
  


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  Participate in retirement plan consulting projects as assigned

  
  


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  Communicate with internal team members and provide support for client requests

  
  


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  Work independently while meeting deadlines in a fast-paced environment

  
  

Our Value-Driven Employee Experience:

• Flexible Workplace – Hybrid and remote options available for many roles.


• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.


• Inclusive Environment – A culture that values diversity, collaboration, and respect.


• Growth Opportunities – Support for ongoing learning and career development.


• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.


• Workplace Perks – Incentive bonus programs, flexible hours, & more.

**Specific benefits and programs may vary by partner and position.